See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $61,629 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,506 | $55,790-50.7% | $76,817-64.2% | $67,579-59.3% |
| Participation rate | 80.4% | 71.1%+9.3pp | 72.1%+8.3pp | 71.3%+9.1pp |
| Annual return | 18.68% | 64.45%-45.8pp | 1166.11%-1147.4pp | 378.56%-359.9pp |
| Employer contribution / active EE | $569 | $1,810-68.6% | $2,302-75.3% | $2,148-73.5% |
| Participant deferral / active EE | $2,201 | $2,875-23.4% | $3,336-34.0% | $3,539-37.8% |
| Admin fee / account holder | $118 | $159-26.1% | $6,420-98.2% | $142-17.3% |